the wall street transcript comments on silver, among other things:

TWST: What are the market dynamics today for silver? What are the variables that you are keeping your eyes on?

Mr. Altmann: We think the opportunity for silver prices is going to be absolutely huge. Silver has the same investment fundamentals as gold. However, what it does have, unlike gold, are the industrial applications, that is, being essentially a superconductor. People don't really realize the abundance of silver in their environment, for example, in light switches, TVs, cellular phones and a tremendous amount of medical applications, just to name a few. So as the economy starts to rebound, we'll see a huge demand for silver, against the backdrop of low inventory levels for silver. Whereas silver usually tracks gold from an investment point of view, I think the supply/demand fundamentals for silver will be such that we see a much more leveraged price increase with silver, as we return to a strong economy.

http://finance.yahoo.com/news/Precious-Metals-Expert-Says-twst-3034360797.html?x=0&.v=1